BCM

Beck Capital Management Portfolio holdings

AUM $401M
1-Year Est. Return 38.95%
This Quarter Est. Return
1 Year Est. Return
+38.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.95M
3
+$2.88M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$2.44M

Top Sells

1
+$6.72M
2
+$5.39M
3
+$4.13M
4
IFN
India Fund
IFN
+$3.75M
5
NVDA icon
NVIDIA
NVDA
+$3.63M

Sector Composition

1 Technology 26.69%
2 Energy 11.31%
3 Industrials 7.73%
4 Real Estate 7.23%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.13%
72,758
+1,098
27
$4.07M 1.12%
49,905
+4
28
$4.07M 1.12%
28,187
+211
29
$4M 1.1%
6,846
+73
30
$3.92M 1.08%
2,388
-106
31
$3.79M 1.04%
21,670
-8,468
32
$3.73M 1.03%
28,965
+244
33
$3.67M 1.01%
40,254
+9,180
34
$3.59M 0.99%
4,568
+781
35
$3.44M 0.95%
10,974
+2,002
36
$3.25M 0.89%
3,177
+47
37
$3.16M 0.87%
60,146
+2,432
38
$3.15M 0.87%
119,993
-14,926
39
$3.13M 0.86%
+23,766
40
$3.01M 0.83%
111,308
+911
41
$2.95M 0.81%
+18,542
42
$2.93M 0.81%
79,279
+4,978
43
$2.88M 0.79%
+20,901
44
$2.84M 0.78%
175,823
+42,055
45
$2.81M 0.77%
57,902
+5,312
46
$2.72M 0.75%
59,108
-1,944
47
$2.71M 0.75%
13,377
+281
48
$2.62M 0.72%
3,880
+1,712
49
$2.6M 0.72%
130,588
+749
50
$2.57M 0.71%
+36,228
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